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Effective Fundraising Practice
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Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

Oct 08, 2020

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Page 1: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

Effective Fundraising Practice

Page 2: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

Fundraising Reality Quiz! • How many charities are there in the UK?

A) 16,900 B) 69,000 C) 169,000 D) 647,000

• How much money is raised by the charity sector in the UK ? A) £490 million B) £4.9 billion C) £49 billion D) £490 billion

• What fundraising activity has the highest return on investment? A) Legacies B) Corporate C) Trusts & Foundations D) Individuals

• What is the most effective strategy for fundraising? A) Establish priorities B) Set up a fundraising committee C) Diversity the range of donors D) Identify prospective donors

Page 3: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

Fundraising Reality Quiz • How much did companies give to the charity sector in 2007?

A) £540 million B) £2.4 billion C) £12.4 billion D) £26.7 billion

• What cause do companies give to the most? A) Education B) Health C) Environment D) Medical Research

• What puts donors off the most? A) Amount spent on administration B) Telephone calls at home C) Direct mail appeal D) How much really goes to the cause

• How much money is £100 worth of gift aid? A) £105 B) £115 C) £125 D) £150

Page 4: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

Fundraising Reality Quiz • What are the main beneficiaries of trusts and foundations?

A) Religion B) Older people C) Diseases D) Children & young people

• What cause do trusts and foundations give to the most? A) General charitable purpose B) Health C) Housing and employment D) Arts and culture

• What is the percentage of ineligible applications to trusts? A) 10% B) 35% C) 55% D) 85%

• What is the biggest social networking site? A) Facebook B) Twitter D) Google E) Myspace

Page 5: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

Fundraising in the Crisis

Page 6: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

Fundraising in the Crisis

When written in Chinese, the word “crisis” is composed of

two characters. One represents danger, and the other

represents opportunity.

“Maybe as time gets worse, we get better” Tanya Steele,

Director of Fundraising for Save the Children

“Problems with the Christmas appeal? So many charities

never had such a successful one!” Stephen Pidgeon,

Chairman at Tangible Response

… lots of graphs, lots of predictions, and as Neils Bohr:

“Prediction is very difficult, especially about the future”

Page 7: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

Where does your money come from?

Page 8: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

Sources of Funding Fundraising

Sources

Page 9: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

Sources of Funding

Fundraising

Sources

Pros & Cons Motivation

Page 10: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

The Giving Pyramid

LEGACY

BIG GIFT

Regular Donor

Occasional Donors/

Subscribers

Warm Supporters

The general public

Page 11: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

Maslow Pyramid of Needs

Page 12: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

Effective Fundraising

Page 13: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

Why most charities fail?

Need to

track

income

sources

PROBLEM!

!!

If you’re

here, you’re

GOOD!!!

Need

good

reserve

policy

Predictable

income

Fixed cost

commitment

Page 14: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

Return On Investment

Committed Giving / Membership – Competitions – Corporate –

Direct Marketing Appeals - House to House – Local fundraising –

Other – Special Events – Total Voluntary Income - Trusts

Page 15: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

Your Fundraising Strategy

looks like this…

Page 16: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

…or like this?

Page 17: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

Key questions…

• Who gives you money?

• Why do they give?

• Based on what criteria do you select your funders / donors?

• How do you decide which funders / donors to target?

• How do you choose your fundraising strategy?

Page 18: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

Strategic Tools

Page 19: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

Strategic Tools

• SWOT

• STEEPLE

• Vision

• Objectives

• Goals (SMART)

• Strategy

• Noam’s reverse PILOT Model

• Measurable

Page 20: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

Effective Fundraising day 2:

What do you see?

Page 21: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s
Page 22: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

Case for Support

Page 23: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s
Page 24: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s
Page 25: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

Donors Motivation

Page 26: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

Attributes of a good relationship

Sharing experiences together

Similarities

Honesty, openness

Mutual benefits

Added values

Validation

Page 27: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s
Page 28: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

Social Media and SNS

Myspace This is a general, worldwide site that can be used for

almost anything from business, to music, to blogging.

Videos and music made easy. 253 m

Facebook This is another very popular general site that is great for

networking and attracting leads. 200 m

Twitter This is a great site that allows you to be updated to what

your friends are doing at any and all times of the day with

what they call a "Tweet". 25 m

YouTube This social networking site enables you to share videos to

brand yourself and business and demonstrate your

products and/or services.

3rd most

visited

website in

world

Skype This is a great communication and networking site and

tool that enables you to stay in touch with people around

the world through chat and audio features. 11 m

LinkedIn This is a professional social networking site used for

businesspeople to be able to network with other people in

their field of work. 40 m

Page 29: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

What do you think when I say “internet”?

• Online posts are only 2nd to word of mouth as a reason to buy (Small World Labs)

• 18,000,000 Facebook users in the UK… and still 22% growth (ReadWriteWeb)

• 76% of internet usage is social networking (Marketing Charts)

• 54% social networking users over 35 (Universial Maccan)

• Social networking users – visit 9x more often your website (Small Lab World) – spend 6.5 minutes on your website versus 38 seconds for non

social networking users (Small Lab World) – spend 54% more (Ebay) – remain customers for 50% longer (AT&T)

Page 30: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

• Heartfelt Connector • Beneficiary Builder • Member Motivator • Big Bettor • Public Provider • Policy Innovator • Beneficiary Broker • Resource Recycler • Market Maker • Local Nationalizer

Page 31: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

Why do companies want to give you money?

Page 32: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

How do they feel?

Page 33: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

How do they feel?

Page 34: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

Power of Listening

Page 35: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

Creative Thinking

Page 36: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

You have received the following letter

“My mother died recently. She has asked me to give £10,000 from her will to a charity where it will make a real difference.

I am asking a small group of charities, like yours, to give me a ring and suggest what you could achieve with a gift like this.”

------------------------------------------------ In each group, prepare and practice: • One of your charities • A caller And plan your call in response to this. You can be as imaginative as you like.

Page 37: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

How social networking and media can help achieve your goals

Page 38: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

Are you also confused?

Page 39: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

What is social media?

A complex, organic conversation – Social networks

– News

– Blogs

– Microblogging

– Video / Photo sharing

– Wikis

– Message boards

– Social gaming

– Podcasts

– RSS (Real Simple Syndication)

– Virtual reality

Page 40: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

How large is your network?

Page 41: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s
Page 42: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

How many people could you reach?

General: business, music, blogging,

videos 263,000,000

Friends and family 300,000,000

Live updates: general 45,000,000

Sharing videos: 6,300,000,000 videos 3rd most visited

website in world

Free calls, video calls and audio

conferences 11,000,000

Professional social network 43,000,000

Sharing photos: 4,000,000,000 pictures 32,000,000

Page 43: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

SNS = Social Networking Sites

Page 44: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

Why are SNS eating my marketing budget?

Page 45: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

The UK Internet in • Online posts are only 2nd to word of mouth as a reason to buy

(Small World Labs)

• 20,000,000 Facebook users in the UK… and still growing! (ReadWriteWeb)

• 76% of internet usage is social networking (Marketing Charts)

• 54% social networking users over 35 (Universial Maccan)

• Social networking users – visit 9x more often your website (Small Lab World) – spend 6.5 minutes on your website versus 38 seconds for non

social networking users (Small Lab World) – spend 54% more (Ebay) – remain customers for 50% longer (AT&T)

Page 46: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

No, but yes but… So, why should I listen?

Page 47: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

Do you recognize this painting?

The Family of Sir William Young

talking about you on Facebook.

Page 48: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

You don’t believe me?

Page 49: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

So what do I do now?

Page 50: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

Keep your eyes on the prize!

Increase exposure to: 1. Support your cause and services

2. Create new interest and opportunities

3. Reach more potential donors and volunteers

4. Reinforce your credibility and retain supporters

5. Create buzz for events and campaigns

6. Improve your visibility on search engines

Expand the reach to: 1. Create strategic partnerships

2. Identify and recruit influencers to spread your message

3. Gain competitive intelligence across diverse audiences

4. Be the sector’s leader – not a follower

5. Get your message out to many – fast and cheap

Page 51: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

• Who talks about you?

• Who has discussions in your

field?

• Who do you want to gain …

from?

• Where do they have these

conversations?

• How can you help them and

build trust?

• How can you engage them in

your conversation?

Page 52: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

Learn to use the tools

Page 53: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

Get involved in SNS

Page 54: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

Get involved in SNS

Page 55: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

How do they feel?

Page 56: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

How do they feel?

Page 57: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

Corporate Fundraising

Noam Kostucki

Page 58: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

A world of opportunities

Page 59: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

“Side Products” • Individual giving • Employee

fundraising • Charity of the year • Pro bono work • Board of trustees • Expertise • In-kind donations • Network of contacts • Major donors • Trading partners

Page 60: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

Crisis ‘Send a Singer’

Christmas online fundraising

campaign hits its £1m target

Find the full case study on:

www.sofii.org

www.givinginadigitalworld.org

Page 61: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

Overview

• £1,006,000 raised

• 25% increase on 2006 total.

• 97 companies participated.

• 70% of 2006 participants took part in 2007.

• 20% of 2007 participants were new, accounting

for £108,000 of income from new business.

• Average donation was £10,371 (46% increase).

ROI • £12.12 was raised for every £1 spent

Micro-site and digital • 47,139 absolute unique visitors to the site.

• The site was viewed in 117 different countries.

• Video MPU achieved a click through rate of

0.56% after serving 116,283 impressions.

PR • Opportunities to see = 13,356,486 (255%

increase).

• Advertising value equivalent = £32,639 (920%

increase).

Page 62: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

Understand their needs

Page 63: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

Effective Networking

How to meet the right people

Page 64: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

When did someone help you?

Page 65: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

Get to know each other

• Family - Friends

• Occupation - Job role

• Recreation – Hobbies – Interests

• Education - Training

Page 66: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

Scared of networking?

Page 67: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s
Page 68: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s
Page 69: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

Benefits of networking

Page 70: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s
Page 71: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

How do they feel?

Page 72: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

How do they feel?

Page 73: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

Power of Listening

Page 74: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

Who do you

know?

Family

Jobs

Fun

Travel

Sports

Arts

Mentoring

Career

advice

List 20 people you last met

Page 75: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

Keeping in touch

Page 76: Effective Fundraising Practice · 2017. 3. 27. · 2. Identify and recruit influencers to spread your message 3. Gain competitive intelligence across diverse audiences 4. Be the sector’s

Thank you!

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